Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (32758)	11/13/2008 5:21:50 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78666

My plan from here on is to build up a large position of profitable junior oil E&Ps that would benefit when oil prices come back to $100 or more. I am buying a lot of things mentioned in oily threads: GTE, PBEGF, NXY, OXY. I still hold other positions in oil and gas, but I am not adding to them right now. In terms of non-oil, I am still thinking what to add to. Some Chinese companies are attractive, since I believe that Chinese economy will perform better than US for some time. I am looking at beaten down US stocks too. May add to HOG and GLW. But these are guaranteed to have lousy business for at least 2-3 quarters.

To: Paul Senior who wrote (32758)	10/26/2009 8:49:07 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Upped my few shares of Israeli tech conglomerate ELRN. They got a non-binding offer for one of their companies, Medingo. They own most of the company, from what I read, and the offer is for "a cash consideration ranging from $150-170 mln and a contingent additional cash consideration conditional upon one or more milestone(s) to be mutually agreed, which may bring total consideration up to $185-213 mln." If this is all true and comes to fruition, I have to believe ELRN with an enterprise value of maybe about $255M, and with all its other incubator companies, is undervalued at $7/sh. finance.yahoo.com